Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
390 Views
Reality Check XXII: How Might the Central-Robinson Trade Pan Out?
Unless you work in a giant fund, chances are you won't get allocations for the super-sized IPO of the decade like CRC. Our plan is to invest in...
506 Views
The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
494 Views
Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
439 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
486 Views